Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Edward Jones - Financial Advisor: Scott J Roppe, CFP®
I have worked with Scott since he has started with Edward Jones. He has been nothing but knowledgeable and professional with all my financial needs. I highly recommend him for any investment advice.
BB
Bruk S (Bruk)
Aug 16, 2022
5.0
I have over 10 securities and crypto trading apps that I interact with daily. The Edward Jones app (my favorite) is user friendly and has tons of information, research tools, and it's useful for any type investor. The app is the best. (And if it glitches, you just call them) There's no being on hold or spinning in circles trying to get someone on the phone. Few have live customer support. Jones does.
Tina is the Branch Office Administrator. She is a pleasure to speak with. Her patience, friendliness, energy and fun demeanor make my day. She walks me through updating my information and goes above and beyond and is a wonderful asset at EJ. (Note: when she asks if you're single, she's just checking for your beneficiaries, and not trying to hit on you.)
Scott is the most down to Earth, polite and genuine person I've known. I've known Scott since 2006. He's intelligent, cool under pressure, and extremely helpful. His office may be one of the only places that answers the phone. Scott and Tina's commitment to customer service will spoil you.
Bottom line: I do have other portfolio's but they're only temporary--My Edward Jones is forever; investments, life insurance, money market savings, estate planning and tax help. Whether you're funding your IRA with $50 a month, or $100,000 per year, Scott has you covered- our success is his reward.
TT
TWW
Apr 14, 2022
5.0
Great customer service.
CL
Cari Leu
Jan 21, 2022
5.0
Scott has been wonderful to work with, very professional and responsive to our questions and needs. I highly recommend Scott for your investment needs and planning.
KM
Kellie Meisner
Jan 15, 2021
5.0
Scott is an awesome person to work with. Very friendly and knows is stuff.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott J Roppe, CFP®
What investment services does Edward Jones - Financial Advisor: Scott J Roppe offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
What are the office hours for Edward Jones - Financial Advisor: Scott J Roppe?
The office is open Monday through Friday, from 8:00 AM to 4:30 PM, and closed on weekends.
Where is Edward Jones - Financial Advisor: Scott J Roppe located?
The office is located at 1102 S River St, Spooner, WI 54801, USA.
How can I contact Scott J Roppe, CFP® at Edward Jones?
You can contact Scott J Roppe via email at scott.roppe@edwardjones.com or by phone at +1 715-635-6358 or +1 715-939-1107.
Does Edward Jones provide any tools to help with retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available online to help you prepare for your financial future.
What languages are spoken at Edward Jones - Financial Advisor: Scott J Roppe?
Services are provided in English.
Can I book an appointment online with Edward Jones - Financial Advisor: Scott J Roppe?
Yes, appointments can be made online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-roppe/contact/.
Are there dining options near Edward Jones at 1102 S River St?
Yes, nearby dining options include Subway, Alley Cats Coffee, and Spooner Family Restaurant, which could be convenient before or after your consultation.
What nearby stores can I visit while at Edward Jones - Financial Advisor: Scott J Roppe?
You can visit nearby stores like Verizon for electronics, Ventures Unlimited Thrift for home goods and fashion accessories, and Indianhead Floral Garden and Gift for flowers and plants.
Are there any financial institutions near Edward Jones - Financial Advisor: Scott J Roppe?
Yes, nearby financial services include Frey Financial Incorporated and a U.S. Bank ATM for your convenience.